SHANGHAI JIAO TONG UNIVERSITY FOUNDATION OF AMERICA: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHANGHAI JIAO TONG UNIVERSITY FOUNDATION OF AMERICA (EIN 76-0802983)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-15
- IRS object ID
- 202543199349100209
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-15T02:28:20-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 465656970 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRONTIER ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16618 HONEYBEE DR | AddressLine1Txt |
| City | TUSTIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92782 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760802983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHANGHAI JIAO TONG UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION OF AMERICA (SJTUFA) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAN | BusinessNameControlTxt |
| Phone | 9498363800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1462 VOYAGER DRIVE | AddressLine1Txt |
| City | TUSTIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92782 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE HE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9499231129 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGGIE W WU | PreparerPersonNm |
| PTIN | P00243480 | PTIN |
| Phone | 9497017068 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,079,829 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,688,687 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $46,880 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46,880 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $81,648 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,648 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $357,360 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $587,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $357,360 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,941 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $3,941 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,178,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $485,888 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,941 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $700 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $1,417 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $709 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $29,435 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29,435 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,955 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,572 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,560 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,607 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,331 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,045 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,675,048 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,675,048 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,736,655 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,331 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,717,093 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $441,861 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $482,557 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,941 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,959 | CashBOYAmt |
| Cash EOY | $8,242 | CashEOYAmt |
| Cash EOYFMV | $8,242 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $144,627 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $191,817 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $191,817 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $47,830 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $289,948 | CorporateStockBOYAmt |
| Corporate Stock EOY | $612,840 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $879,770 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,084 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,417 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $667 | LandEOYAmt |
| Total Assets BOY | $489,364 | TotalAssetsBOYAmt |
| Total Assets EOY | $813,566 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,079,829 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $30,450 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,842 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $30,450 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,842 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $47,309 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $781,724 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $411,605 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $30,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $458,914 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $811,724 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $489,364 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $813,566 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $458,914 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $441,861 | ExcessRevenueOverExpensesAmt |
| Subtotal | $900,775 | SubtotalAmt |
| Other Decreases | $89,051 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $811,724 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY - US TREAS SEC STRIPPED INT | P | 2024-04-25 | 2024-05-31 | $95,324 | $95,228 | $96 | $96 |
| FIDELITY - US TREAS SER AR | P | 2023-09-28 | 2024-08-15 | $50,000 | $47,830 | $2,170 | $2,170 |
| NVIDIA CORP | P | 2017-08-31 | 2024-11-21 | $150,975 | $1,342 | $149,633 | $149,633 |
| NVIDIA CORP | P | 2022-01-05 | 2024-12-27 | $136,676 | $27,600 | $109,076 | $109,076 |
| NVIDIA CORP | P | 2022-01-13 | 2024-12-27 | $136,676 | $26,817 | $109,859 | $109,859 |
| DISNEY | P | 2021-11-15 | 2024-01-17 | $18,176 | $31,650 | -$13,474 | -$13,474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $357,360 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,266 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,708 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,708 | SubtotalAmt |
| Tax Based On Investment Income | $6,708 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $129 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,129 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $405 | OverpaymentAmt |
| Applied To ES Tax | $405 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SJTUFA.ORG | WebsiteAddressTxt |
| Individual With Books | KATHERINE HE | IndividualWithBooksNm |
| Phone | 9498363800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1462 VOYAGER DRIVE | AddressLine1Txt |
| City | TUSTIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92782 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHERINE HE | ||||||||||||
| 1462 VOYAGER DRIVE | TUSTIN | CA | 92782 | PRESIDENT | 5.00 | $0 | $14,824 | $0 | ||||
| YUSHENG WANG | ||||||||||||
| CHAIRMAN | 000.00 | $0 | $0 | $0 | 800 DONGCHUAN ROAD | SHANGHAI | SHANGHAI | CH | ||||
| XIYAO GU | ||||||||||||
| DIRECTOR | 000.00 | $0 | $0 | $0 | 800 DONGCHUAN ROAD | SHANGHAI | SHANGHAI | CH | ||||
| YANG YU | ||||||||||||
| DIRECTOR | 000.00 | $0 | $0 | $0 | 800 DONGCHUAN ROAD | SHANGHAI | SHANGHAI | CH | ||||
| LIQIANG ZHANG | ||||||||||||
| DIRECTOR | 000.00 | $0 | $0 | $0 | 800 DONGCHUAN ROAD | SHANGHAI | SHANGHAI | CH | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $699,116 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,704,981 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $76,459 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,480,556 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,480,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,208 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,428,348 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $171,417 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $171,417 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,708 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,708 | TotalTaxAmt |
| Distributable Before Adj | $164,709 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $164,709 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $164,709 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,717,093 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,717,093 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $164,709 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,143,812 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,125,018 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $839,631 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,906,056 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,324,498 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,339,015 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,717,093 | QualifyingDistributionsAmt |
| Applied To Current Year | $164,709 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,552,384 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,891,399 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,143,812 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,747,587 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,125,018 | ExcessFromYear4Amt |
| Excess From Year3 | $839,631 | ExcessFromYear3Amt |
| Excess From Year2 | $1,906,056 | ExcessFromYear2Amt |
| Excess From Year1 | $1,324,498 | ExcessFromYear1Amt |
| Excess From Current Year | $3,552,384 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SJTU HK EDU FOUNDATION | BusinessNameLine1Txt |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 148 CONNAUGHT RD | AddressLine1Txt |
| Address Line2 | SINGGA COMM CTR ROM 2402 | AddressLine2Txt |
| City | HONGKONG | CityNm |
| Country | HK | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | EDUCATIONAL | GrantOrContributionPurposeTxt |
| Amt | $3,675,048 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,675,048 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EVENT ADMISSION | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $3,941 | ExclusionAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,880 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,648 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $357,360 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $489,829 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $489,829 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CTUAFA | |||||||
| 1 | 70 WEST 36TH STREET SUITE 700 | NEW YORK | NY | 10018 | $151,669 | Yes (X) | |
| CHEN YI | |||||||
| 7 | 602 MARLIN CT | REDWOOD CITY | CA | 94065 | $7,500 | Yes (X) | |
| YAN GUOJUE | |||||||
| 2 | 36 STONE RIDGE DR | BARRINGTON | IL | 60010 | $10,500 | Yes (X) | |
| LUCICH QING | |||||||
| 8 | 2569 LOUIS ROAD | PALO ALTO | CA | 94303 | $15,000 | Yes (X) | |
| SON KEIBUN | |||||||
| 3 | PO BOX 700767 | SAN JOSE | CA | 95170 | $100,000 | Yes (X) | |
| WU WENFENG | |||||||
| 9 | 11020 CHERRY AVE | FONTANA | CA | 92337 | $50,000 | Yes (X) | |
| LEO KG FOUNDATION | |||||||
| 4 | 290 DAVIDSON AVENUE | SOMERSET | NJ | 08873 | $1,193,800 | Yes (X) | |
| WANG JIN | |||||||
| 10 | 309 EAGLE SPUR PLACE | DURHAM | NC | 27713 | $120,910 | Yes (X) | |
| LU YICHENG | |||||||
| 5 | 50 JERNEE DRIVE | EAST BRUNSWICK | NJ | 08816 | $5,000 | Yes (X) | |
| JOHN WU AND JIE SUN | |||||||
| 6 | 455 LAKESHORE BLVE SUITE 3 | INCLINE VILLAGE | NV | 89450 | $2,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 10 | ContributorNum |
| Noncash Property | 1000 SHARES OF NVIDIA STOCK | NoncashPropertyDesc |
| Fair Market Value | $120,910 | FairMarketValueAmt |
| Received | 2024-06-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $1,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2015-02-05 | $2,702 | $2,702 | 200DB | 5.0000 | ||
| COMPUTER EQUIPMENT | 2020-03-11 | $1,080 | $1,080 | 200DB | 5.0000 | ||
| COMPUTER EQUIPMENT | 2020-11-11 | $1,507 | $1,507 | 200DB | 5.0000 | ||
| COMPUTER EQUIPMENT | 2024-07-07 | $2,084 | 200DB | 5.0000 | $1,417 | $709 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2015-02 | PURCHASE | 2024-12 | $2,702 | $2,702 |
| COMPUTER EQUIPMENT | 2020-03 | PURCHASE | 2024-12 | $1,080 | $1,080 |
| COMPUTER EQUIPMENT | 2020-11 | PURCHASE | 2024-12 | $1,507 | $1,507 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY | StockNm |
| EOY Book Value | $612,840 | EOYBookValueAmt |
| EOYFMV | $879,770 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $2,084 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,417 | AccumulatedDepreciationAmt |
| Book Value | $667 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT | Desc |
| Amt | $89,051 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| POSTAGE AND DELIVERY | $216 | $21 | $194 |
| TELEPHONE AND INTERNET | $5,285 | $529 | $4,757 |
| BANK FEES | $357 | $357 | |
| SUPPLIES | $532 | $532 | |
| COMPUTER EXPENSE | $1,329 | $665 | $665 |
| PAYPAL FEE | $285 | $285 | |
| BUSINESS MEAL | $2,536 | $2,536 | |
| OFFICE EXPENSE | $2,591 | $2,591 | |
| INSURANCE | $14,824 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EVENT ADMISSION | Desc |
| Revenue And Expenses Per Books | $3,941 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $3,941 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CHASE INK | $450 | $1,842 |
| N/P | $30,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| RRF-1 FILING FEE | $200 |
| FEDERAL EXCISE TAX | $500 |
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